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Annuities IRA/401k ANNUITIES IRA/401K Read More
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Monday, July 1, 2019

3 Retirement Rules Everyone Should Follow -- at Any Age

3 retirement Rules Everyone Should Follow -- at Any Age The more you think about and plan for your retirement, the better it's likely to be. And since it can be 20 or 30 years of your life or more, it's well worth it.     READ MORE >>

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Thursday, June 6, 2019

You're Retiring. Now What?

You're Retiring. Now What? A lot has been written about the Baby Boomer generation, whose moniker came from the explosion of births following World War II. This large portion of the population is heading into or is currently in retirement with ages ranging from 53 to 71 in 2019. READ MORE >>

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Monday, May 27, 2019

More Tips On How To Invest...

Know that interest rates will probably rise Many experts will tell you that today's rock-bottom interest rates will probably rise. At least a bit. If they do, two areas can challenge investors: bond duration and adjustable-rate loans. "You'll want to switch to shorter-duration bonds," says David Fleisher, CEO at Firstrust Financial Resources in Philadelphia. READ MORE >>

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Sunday, May 19, 2019

10 Money Moves To Make Before Year End

    10 Money Moves To Make Before Year End As we near the end of the year, now is the time to assess what financial moves you should make before year end. There are a number of tax related decisions that could significantly reduce your tax liability for the current year. READ MORE >>

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Friday, May 3, 2019

What's an annuity and why should you have one?

Fixed Annuities Many retirees choose fixed annuities for their predictability, stability and guaranteed stream of income. With a fixed annuity, the lifeinsurance company agrees to pay a fixed rate of income to the investor for life after a certain date.  READ MORE >>

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Monday, November 5, 2018

Benefits of Fixed Index Annuities

A Beginners Guide to Fixed Index Annuities A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. It shares features with fixed deferred interest rate annuities; however, with an index annuity, the annual growth is bench-marked to a stock market index (e.g. READ MORE >>

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Saturday, April 7, 2018

9 compelling reasons to consider a Roth IRA

Get tax-free growth potential, tax-free withdrawals, no required distributions, and more. Do you want to help lower your taxes and increase your retirement savings? A Roth IRA, with its tax-free growth potential and tax-free withdrawals for you and your heirs, is a way you may be able to do just that (as long as certain requirements are met). READ MORE >>

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Friday, December 15, 2017

5 Behaviors That May Be Hurting Your Retirement

If you're looking at your retirement fund, or you're not looking at it because you don't have one yet, you may be wondering what in the heck happened. Well, you may have happened. Yes, life events can get in the way of saving for retirement; things like illnesses, divorce, putting kids through... READ MORE >>

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Friday, December 8, 2017

There's a new guideline for spending safely in retirement !

How will ordinary workers retire in a world that no longer offers traditional pensions for most? How will they decide if they have enough savings to afford retirement? And how can they generate reliable, lifetime retirement income?  READ MORE >>

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Friday, November 17, 2017

Older Retirement Ages and More Social Security Changes Coming in 2018

Older Retirement Ages and More Social Security Changes Coming in 2018 Lauren Hamer  Twitter More Articles November 16, 2017  Social Security will look a bit different in 2018. Every year, Americans eagerly await the announcement outlining the various changes being made to what many consider the most important social program in the country. READ MORE >>

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